WUNDERLICH CAPITAL Founders and Key Employees

WUNDERLICH CAPITAL Brokers, Custodians, Auditors and Administrators

WUNDERLICH CAPITAL Investment Strategy

Item 8: METHODS OF ANALYSIS, INVESTMENT STRATEGIES & Risk of Loss

We use the following methods of analysis in formulating advice and managing client accounts:

A. Methods of Analysis

Depending on the specific Strategy, account assets may be invested in stocks, fixed income securities, options, no-load mutual funds, exchange-traded funds (“ETFs”), unit investment trusts, or money market instruments, among other investments. Accounts are managed to reflect the allocation and achieve the objectives of the Strategy which the client has selected, subject to reasonable restrictions imposed by the client. Due to client restrictions and other differences regarding each account, performance of a client’s account may be different from the performance of other accounts in the same Strategy. On an
on-going basis, WCM reviews and adjusts the Strategies and the accounts to ensure they continue to reflect the intended allocations and objectives, as well as a...Get the Full Report

WUNDERLICH CAPITAL Portfolio Concentration

WUNDERLICH CAPITAL Location

WUNDERLICH CAPITAL Contact Information

Phone Number: 901-251-1330
Fax Number: 901-251-1349
Website: null

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